The East Bay Community Foundation's Professional Advisor Committee consists of top estate, financial and tax-planning professionals. The Committee meets regularly and serves as an invaluable sounding board for the Foundation's marketing and service strategies.
We are grateful to Committee members for volunteering their time to help us become a better resource to advisors and their clients.
For more information about the Professional Advisor Committee or the Foundation's services to professional advisors, please contact Giles Miller, Director of Development, at 510.208.0817, or at This e-mail address is being protected from spambots. You need JavaScript enabled to view it
| Mr. Thomas Beaty CFP First Republic Bank (415) 262-8618 This e-mail address is being protected from spambots. You need JavaScript enabled to view it |
William Lee Union Bank of California (510) 891-2490 This e-mail address is being protected from spambots. You need JavaScript enabled to view it |
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| Norleen S. Bounds This e-mail address is being protected from spambots. You need JavaScript enabled to view it (415) 783-4200 This e-mail address is being protected from spambots. You need JavaScript enabled to view it |
Robert Lew Planning & Financial Advisors 415-675-2930 This e-mail address is being protected from spambots. You need JavaScript enabled to view it |
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| Cammie Doder Aspiriant (415) 371-7888 This e-mail address is being protected from spambots. You need JavaScript enabled to view it |
Deanna D. Lyon, JD Wendel, Rosen, Black & Dean (510) 834-6600 This e-mail address is being protected from spambots. You need JavaScript enabled to view it |
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| William Espey, CFA V.P. / Senior Relationship Manager Private Banking Mechanics Bank (415) 249-0312 This e-mail address is being protected from spambots. You need JavaScript enabled to view it |
Alan L. Olsen, CPA Greenstein Rogoff Olsen & Co., LLP (510) 797-8661 This e-mail address is being protected from spambots. You need JavaScript enabled to view it |
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| Timothy J. Gavin JD, CPA Northwestern Mutual (650) 566-3809 This e-mail address is being protected from spambots. You need JavaScript enabled to view it |
Darryl D. Ott, Esq This e-mail address is being protected from spambots. You need JavaScript enabled to view it |
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| Lara Gilman Farella, Braun & Martel LLP (415) 954-4913 This e-mail address is being protected from spambots. You need JavaScript enabled to view it |
Ward Pynn, CPA Blanding, Boyer & Rockwell (925) 954-2146 This e-mail address is being protected from spambots. You need JavaScript enabled to view it |
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| Ms. Megan McNealy Graves, CFP Merrill Lynch (510) 208-3839 This e-mail address is being protected from spambots. You need JavaScript enabled to view it |
Penny Righthand, CLU, ChFC New York Life Insurance Company (510) 601-3384 This e-mail address is being protected from spambots. You need JavaScript enabled to view it |
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| Mr. Kenneth N. Haas Wells Fargo Investments This e-mail address is being protected from spambots. You need JavaScript enabled to view it (415) 396-538 |
Jeff Shields Watershed Asset Management, LLC (415) 288-0544 This e-mail address is being protected from spambots. You need JavaScript enabled to view it |
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| Mr. John A. Hartog Esq. John A. Hartog, Inc. (925) 253-1717 This e-mail address is being protected from spambots. You need JavaScript enabled to view it |
Timothy H. Smallsreed, JD Fitzgerald, Abbott & Beardsley (510) 451-3300 This e-mail address is being protected from spambots. You need JavaScript enabled to view it |
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| Ralph W. Haskew CPA, MS Matlin & Haskew, CPAs, LLP (925) 828-4915 This e-mail address is being protected from spambots. You need JavaScript enabled to view it |
Walt Tchirkine RINA Accountancy Corporation (510) 893-6908 This e-mail address is being protected from spambots. You need JavaScript enabled to view it |
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| Carolyn E. Henel, Esq. Roisman Henel LLP (510) 466-6000 This e-mail address is being protected from spambots. You need JavaScript enabled to view it |
Bill Thomason Thomason Capital Management (510) 763-7300 This e-mail address is being protected from spambots. You need JavaScript enabled to view it |
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| Ira L. Hillyer Mechanics Bank (925) 256-3033 This e-mail address is being protected from spambots. You need JavaScript enabled to view it |
Kirsten E. Weisser Mechanics Bank (415) 249-0310 This e-mail address is being protected from spambots. You need JavaScript enabled to view it |
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| James P. King, CFP J.P. King & Associates (925) 935-1555 This e-mail address is being protected from spambots. You need JavaScript enabled to view it |
